Marketing and lead generation integration
Connect Designed marketing and creative handoffs to SortX listing approvals, campaigns and asset tasks.
SortX connects valuation leads, marketing assets and campaign responses back to the property and contact records.
Designed is the connected source or destination for this workflow.
SortX keeps marketing assets context attached to the work item.
SortX keeps valuations context attached to the work item.
SortX keeps leads context attached to the work item.
SortX keeps campaigns context attached to the work item.
SortX keeps reporting context attached to the work item.
SortX prepares the Designed handoff from live agency records and keeps the returned status visible where available.
Book a demoThe Designed workflow is useful when the next action is clear to the branch.
DesignedIntegration workflow
Designed is the connected source or destination for this workflow.
SortX keeps marketing assets context attached to the work item.
SortX keeps valuations context attached to the work item.
SortX keeps leads context attached to the work item.
SortX keeps campaigns context attached to the work item.
SortX keeps reporting context attached to the work item.
Each item below is a practical handoff: record matching, status checks, approvals and follow-up work.
Capture Designed leads and match them to owners, landlords, applicants or properties.
Check for known people before the branch starts a new conversation.
Create appraisal tasks with source, property and campaign context included.
Turn replies into calls, emails or nurture steps inside SortX.
Attach brochures, images or campaign references when Designed makes them available.
Connect source and outcome data so marketing spend can be reviewed honestly.
Connect Designed marketing and creative handoffs to SortX listing approvals, campaigns and asset tasks.
Marketing leads lose value when they are handled as exports. SortX brings them into the branch queue, matches known contacts and prepares the next conversation.
The goal is simple: fewer disconnected tabs, clearer ownership and no unsupported assumptions about what Designed can or cannot return. SortX works with the fields and statuses available to your branch.
Book a demoConnect: Capture the lead, asset or campaign response from the connected tool.
Match: Match it to an owner, landlord, applicant or property record.
Route: Queue valuation, nurture or follow-up work for the branch.
Review: Feed outcomes into marketing and pipeline reporting.
Review workflowsShort answers for setup, sync behaviour and branch control.
No. SortX uses Designed as a connected system and keeps the agency workflow in SortX. Your team still controls the vendor account, permissions and commercial relationship.
Only the fields configured for the integration are used. SortX syncs records, statuses, notes or files where Designed makes them available and where your branch has approved that direction.
Yes. Approval steps can stay on for messages, record updates, document sends and sensitive compliance or finance actions.
Setup starts with branch mapping, permission checks and a short test workflow. SortX then rolls the Designed connection into the right agent queue for your team.
We will map the connection, test the handoffs and keep approvals where your branch needs them.